Recording Transactions in Bulk on Sales Invoice

This help instructs how you can record payments for multiple sales invoices at once from the sales invoice list.

You can open the view by selecting Sales invoices > Sales invoice list.

Mass recording of payments for sales invoices can be done from the sales invoice list. The view shows the invoices in the sales invoice list for which you can record payments.

• By filtering the desired invoices to be displayed, the result set can be reduced.
• From the displayed set, select the invoices for which you want to record the payment by marking the box next to the invoice.
• Once the selection is made, click the small arrow on the "Invoice actions" button.
• From the additional options that open, select "Mark as paid".

In the window that opens, the number of invoices and the open amount for which the payment is being recorded are shown. By default, the recording is done for the current day, but the date can be changed if desired.

1. Check that the number of invoices and the open amount are correct.
2. Change the posting date if necessary.
3. Click "Mark as paid".

When you click "Mark as paid", all selected invoices are marked as paid and the open amount is 0 €. A voucher for the payment is recorded in the bookkeeping.

Finally, the modified invoices whose status has been changed to paid are displayed. In this view, the original voucher of the invoice is visible.

• You can access the payment voucher by drilling down to the invoice from the invoice number.
• Select the payment voucher from the invoice payments.
• The payment is visible on the invoice under "Reference payments received for the invoice:".

Frequently asked questions

Question: How can I record payments for multiple sales invoices at once?
Answer: You can record payments for multiple sales invoices at once from the sales invoice list by selecting the desired invoices and using the "Invoice actions > Mark as paid" function.

Question: Can I change the posting date of the payment in mass recording?
Answer: You can change the posting date in the window that opens before you click "Mark as paid". By default, the posting is done for the current day.

Question: How do I check that the invoices have been marked as paid?
Answer: After you have done the mass recording, the system displays the modified invoices whose status has been changed to paid and whose open amount is 0 €.

Question: Where can I find the payment voucher in the bookkeeping?
Answer: You can access the payment voucher by drilling down to the invoice from the invoice number and selecting the payment voucher from the invoice payments.

Question: In which part of the invoice is the mass-recorded payment shown?
Answer: The payment is visible on the invoice under "Reference payments received for the invoice:".

Keywords: Sales invoices, mass recording, payments, sales invoice list

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